Winifred I. Li’s iShares Russell 2000 ETF IWM Stock Holding History

Winifred I. Li’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$61K	Hold	513	–	–	0.06%	253
2014 Q3	$56K	Hold	513	–	–	0.05%	271
2014 Q2	$61K	Hold	513	–	–	0.05%	268
2014 Q1	$60K	Buy	513 +136	+36%	+$15.7K	0.05%	263
2013 Q4	$43K	Hold	377	–	–	0.04%	294
2013 Q3	$40K	Hold	377	–	–	0.04%	294
2013 Q2	$37K	Buy	+377	New	+$36K	0.03%	300

Other funds holding IWM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Winifred I. Li's IWM Position: Q4 2014 in Review

Winifred I. Li held its iShares Russell 2000 ETF (IWM) position steady in Q4 2014 at 513 shares worth $61K. The position accounts for 0.06% of the portfolio, ranked #253.

Winifred I. Li first reported a position in IWM in Q2 2013 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

Winifred I. Li held 513 shares of iShares Russell 2000 ETF worth $61K as of Q4 2014.
Winifred I. Li left its iShares Russell 2000 ETF share count unchanged in Q4 2014.
iShares Russell 2000 ETF made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #253 holding.
Winifred I. Li first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 7 quarters since.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.